Latest Institutional Transactions on First Tr Exchange Traded Iv (EMLP)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Iv (EMLP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.5K+ 5.21% |
$804K - $900K
|
534K
$19M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9K+ 7.46% |
$361K - $404K
|
171K
$6.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.97K- 1.09% |
$59.8K - $66.9K
|
179K
$6.39M
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-96.2K- 82.04% |
$2.92M - $3.27M
|
21K
$750K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.26K+ 35.13% |
$190K - $213K
|
24.1K
$858K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
240New |
$7.29K - $8.16K
|
240
$8.56K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.08KNew |
$185K - $207K
|
6.08K
$217K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
570+ 25.22% |
$17.3K - $19.4K
|
2.83K
$101K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.08% |
$638 - $714
|
27.8K
$993K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41.6K+ 1.17% |
$1.26M - $1.41M
|
3.59M
$128M
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-35.4K- 35.79% |
$1.08M - $1.2M
|
63.5K
$2.26M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
843+ 10.74% |
$25.6K - $28.7K
|
8.69K
$310K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-266- 23.64% |
$8.08K - $9.04K
|
859
$30.6K
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-375- 1.9% |
$11.4K - $12.8K
|
19.4K
$690K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-527- 2.08% |
$16K - $17.9K
|
24.8K
$885K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
59.2KNew |
$1.8M - $2.01M
|
59.2K
$2.11M
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.3% |
$334 - $374
|
3.63K
$129K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.64K+ 37.75% |
$80.2K - $89.8K
|
9.63K
$343K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.02KNew |
$213K - $239K
|
7.02K
$250K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
23.7KNew |
$721K - $807K
|
23.7K
$846K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9+ 0.03% |
$273 - $306
|
26.5K
$944K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 2.24% |
$37.2K - $41.6K
|
53.4K
$1.9M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
13KNew |
$396K - $443K
|
13K
$464K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
288+ 2.89% |
$8.75K - $9.79K
|
10.2K
$365K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.81K- 34.31% |
$116K - $130K
|
7.29K
$260K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5+ 0.91% |
$152 - $170
|
555
$19.8K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.14K- 3.77% |
$65.1K - $72.9K
|
54.7K
$1.95M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.15KNew |
$65.2K - $72.9K
|
2.15K
$76.5K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11+ 0.63% |
$334 - $374
|
1.77K
$63K
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-49- 0.43% |
$1.49K - $1.67K
|
11.3K
$404K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 5.88% |
$638 - $714
|
336
$12K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.24K+ 29.5% |
$190K - $212K
|
27.4K
$977K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
44New |
$1.34K - $1.5K
|
44
$1.57K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
603New |
$18.3K - $20.5K
|
603
$21.5K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-94.1K- 93.82% |
$2.86M - $3.2M
|
6.2K
$221K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5+ 0.04% |
$152 - $170
|
13.2K
$470K
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7.74K- 20.26% |
$235K - $263K
|
30.4K
$1.09M
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-59.5K- 90.12% |
$1.81M - $2.02M
|
6.53K
$233K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.47KNew |
$227K - $254K
|
7.47K
$266K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
107+ 0.89% |
$3.25K - $3.64K
|
12.1K
$431K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
257+ 10.13% |
$7.81K - $8.74K
|
2.8K
$99.6K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 16.56% |
$499K - $559K
|
116K
$4.12M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
13+ 0.19% |
$395 - $442
|
7.02K
$250K
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
71+ 0.9% |
$2.16K - $2.41K
|
7.98K
$285K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.5K- 8.56% |
$137K - $153K
|
48K
$1.71M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
79New |
$2.4K - $2.69K
|
79
$2.82K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-23.9K- 5.22% |
$727K - $813K
|
434K
$15.5M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.69K- 31.19% |
$264K - $295K
|
19.2K
$683K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
107KNew |
$3.24M - $3.63M
|
107K
$3.8M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.91K- 11.13% |
$88.3K - $98.8K
|
23.2K
$828K
|